Back to NVDA

Themes Management Co LLC → NVDA

Themes Management Co LLC NVDA Position History

NVIDIA Corporation

Quarters held
5
Latest value
$5M
Q3 2026
Peak value
$5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.6M
Q4 2025$2.3M
Q1 2026$3M
Q2 2026$4.5M
Q3 2026$5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5M21.8K——
Q2 2026$4.5M22.3K——
Q1 2026$3M17.1K——
Q4 2025$2.3M12.5K——
Q4 2025$2.6M14.0K——

Other funds holding NVDA

Other Themes Management Co LLC positions

GE

GE AEROSPACE

$9.8M
RTX

RTX CORPORATION

$7.7M
GE

GE AEROSPACE

$7.5M
BA-PA

BOEING CO

$7.3M
BA-PA

BOEING CO

$7.1M
GE

GE AEROSPACE

$7.1M
BA-PA

BOEING CO

$6.5M
LMT

LOCKHEED MARTIN CORP

$5.9M